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ELDA RIVER CAPITAL MANAGEMENT, LLC

HOUSTON, TX · CRD 326859 · IAPD ↗ · eldariver.com · 346 614 4250

$1.94BRegulatory AUM
9Advisory reps
15Employees
0Clients
n/aPlanning clients
16Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2025 — ELDA RIVER CAPITAL MANAGEMENT, LLC shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
May 2024 — ELDA RIVER CAPITAL MANAGEMENT, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
April 2024 — ELDA RIVER CAPITAL MANAGEMENT, LLC now reports custody of client assets ($3.21B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
60
April 2024 — ELDA RIVER CAPITAL MANAGEMENT, LLC now reports 13 private fund(s) ($1.99B gross).
Firm reports private funds for the first time.
Fund administrationCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.